About Us

Financial advisor Cotswolds ~ Financial adviser Downington Lechlade Oxford Swindon

We are Financial Advisers, and as such can offer you unbiased financial planning solutions and mortgages through a panel of lenders that represent the Whole of the Market.

Based in Gloucestershire we are able to provide consultations in the comfort of your home or place of work. The majority of our clients reside throughout the South West and in some instances further afield. Using technology we can provide services throughout the whole of the UK.

We pride ourselves in giving unbiased honest advice.

Whether you are looking for advice in a specific area, or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate!

Are you a retired IFA or mortgage broker? Interested in referring business to us? Click here to find out more...

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We believe passionately in providing our customers with first-class service and excellent value for money.

This belief is underpinned by our commitment to always treat our customers fairly.

An important part of our approach is making and keeping the WENZ Financial Planning Customer Promise.

We promise all our customers that:

“We will always treat you fairly. You can expect in all our dealings with you that we will:

• treat you as we would expect to be treated
• never take advantage of you
• be open and honest
• quickly put right any mistake that we make”

As a client of WENZ Financial Planning, you are the key to our success. We have absolutely no doubt that our commitment to keeping the WENZ Financial Planning Customer Promise will be the key to the success of our ongoing relationship with our clients and the continued success of our own business.

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OUR COMMITMENT TO YOU – OUR CUSTOMER

• we will endeavor to explain the service that we provide. The true cost, benefits and consequence of any product or service you buy from us.
• We will ask a number of questions that will enable us to fully understand your circumstances, needs and budget.
• We will always respond to any telephone enquiries within 48 hours and any written correspondence within 5 days.
• Your personal information will always be treated in the strictest confidence.
• We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.
• We will always explain paperwork to you in a way you understand and support our advice with timely, easy to comprehend documentation.
• We aim to ensure that you have the chance to purchase the right product or service to meet your short and longer term needs.
• On occasions that we feel it is appropriate for us to charge a fee for our services we promise that it will reasonable and justifiable.
• All of our staff will be professional and courteous to you ~ even if they are not directly involved in your business.
• If you are unhappy with the service we provide we will take your complaint seriously and attempt to resolve the matter to your complete satisfaction.

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Being impartial means that we will always work on YOUR BEHALF!!

Our flexible approach allows us to provide face to face consultations, conduct business by post or via the worldwide web.

We provide advice on investments, mortgages, protection, pensions and inheritance tax planning

WENZ Financial Planning ~ Mortgages ~ Financial advisor Oxford Swindon Cotswolds

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